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Dean Smith

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2018

Outlook

Market European Outlook

8 August 2018

Latest European economic and market outlook. 

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2016

WorldWatch

Globe The case for and against Brexit

1 April 2016

When the British people vote in this summer’s referendum on whether or not to leave the EU, their choice will define the UK’s future for generations to come. Opinion polls suggest a victory for the Remain campaign, but this is far from certain as much of the electorate is still undecided. With so much at stake, the referendum is an issue that polarises opinion, nowhere more so than at TT. Below we argue the case for and against Brexit.  

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2015

WorldWatch

Globe TT's surprises for 2016

1 December 2015

TT's Ideas Factory propose several potential investment surprises for the year ahead. 

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WorldWatch

Globe Bond market tremors: tectonic shift in economic expectations?

1 June 2015

TT explains the recent bond market ructions before considering the potential impact on equities.

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WorldWatch

Globe Europe’s economy appears to be warming up, but is this cold comfort for investors?

2 March 2015

Amid signs that the eurozone economy has turned a corner, TT considers whether European stocks can continue to outperform those in the US this year.

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2014

WorldWatch

Globe TT’s surprises for 2015

17 December 2014

TT's Ideas Factory propose several potential investment surprises for the year ahead. 

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WorldWatch

Globe Stormy seas

25 May 2014

We take a look at what has caused the vicious rotation in developed equity markets this year and how we expect it to play out.  

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2012

WorldWatch

Globe Next year's diary

13 December 2012

What happens next? Wouldn’t it be nice to know what events and surprises will end up filling those pristine blank pages in your 2013 diary? Professional forecasters (or ‘futurists’ as they prefer to be known) will tell you that the one thing you should never do with the future is predict it – but here at WorldWatch we know that the temptation to forecast the future is irresistible (and as Oscar Wilde said, the only way to get rid of temptation is to give in to it). It may be that not everything we forecast in our 2013 diary will come to pass, but some of it surely will …

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WorldWatch

Globe TT's 2012

2 January 2012

The arrival of the New Year diary should always be a moment for reflection. Whatever transpired in the year just past, good or bad, those blank pages for the year to come seem to offer the opportunity for change, for renewal: new people, new places, new ideas. A good thing too, you might say. The last twelve months have been unusually eventful, and many of those events have been ones that one might prefer to forget - in the hope that 2012 is going to be a lot, lot better.

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2011

WorldWatch

Globe Europe’s nightmare

1 August 2011

Sovereign debt is clearly the critical issue of the moment. In the last few weeks we have seen Europe’s debt crisis morph from what seemed like a package of local issues to what looks suspiciously like a systemic threat. The survival of the eurozone is increasingly a matter for discussion, and the implications are nightmarish. Yet the question remains: why?

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